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Alfreton Capital LLP

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13F filer, CIK 1873435, RADLETT, HERTFORDSHIRE, United Kingdom

Alfreton Capital LLP reported $344,596,769 across 5 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-08-11.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001873435-25-000008

Period
2025-06-30
Reported value
$345M
Holdings
5
Top 10 weight
100%
New
0
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
CCCadded+5,544,792$52.2M
Vadded+20,000$7.1M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
GOOGLexited-350,000-$54.1M
NETreduced-30,000-$5.87M
PCORreduced-75,000-$5.13M
CACCreduced-3,174-$1.62M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2025

Share positions as resolved from 13F-HR 0001873435-25-000008, largest first. % of portfolio is the value over $344,596,769, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
CACCCREDIT ACCEP CORP MICHQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 170,000 shares; 2024Q4: 170,000 shares; 2025Q1: 190,000 shares; 2025Q2: 186,826 shares 186,826$95.2M27.62%-3,174Timeline
NETCLOUDFLARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 430,000 shares; 2025Q2: 400,000 shares 400,000$78.3M22.73%-30,000Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 180,000 shares; 2025Q1: 180,000 shares; 2025Q2: 200,000 shares 200,000$71M20.61%+20,000Timeline
CCCCCC INTELLIGENT SOLUTIONS HLQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,000,000 shares; 2024Q4: 1,459,831 shares; 2025Q1: 1,455,208 shares; 2025Q2: 7,000,000 shares 7,000,000$65.9M19.12%+5,544,792Timeline
PCORPROCORE TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 850,000 shares; 2024Q4: 650,000 shares; 2025Q1: 575,000 shares; 2025Q2: 500,000 shares 500,000$34.2M9.93%-75,000Timeline

Sold out in Q2 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
GOOGLALPHABET INC350,000$54.1Mshares

How Q2 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001873435-25-000008 base2025-08-11acceptance time not in the bulk data set